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The Great Game

The Great Game is our weekly editorial on geopolitics and global conflict. The byline of the editorial is Mikkel Rosenvold, former chief strategy consultant at PwC and Danish Ministry of Finance.

The Great Game: Why Russia is Really Cutting Diesel Exports

Great Game – Why I’m Still Not Convinced by Southern Europe

Welcome to this week’s Great Game – your weekly overview of global events and how to read them. This week we cover Southern Europe with the current refugee crisis as the starting point. Countries such as Italy, Spain, Croatia and Greece have much better growth rates than Germany, Sweden etc., but they are about to be hit by another massive migration challenge. Why is that and what is to come?   Lampedusa under siege Last week as many as 7,000 African refugees landed on the small Italian island of Lampedusa. That’s an enormous number considering that the native Lampedusians number some 6,000. In total, Italy has received almost 126,000 refugees in 2023, which is twice as many as the same period in 2022. While these numbers are in themselves unsustainable, the suddent massive inflow into Lampedusa has overwhelmed the local infrastructure and caused clashes between refugees and local law enforcement. President of the European Commission, Ursula von der Leyen, paid a visit to Lampedusa over the weekend, reassuring the locals and the Italians that the EU will help out. But how? There is very little will inside the EU to relieve the pressure on Italy by taking actual migrants off their hands and there is no will to deploy heavy weaponry to the Mediterranean to keep migrant boats out. Von der Leyens focus is on strengthening Frontex, the EU agency tasked with keeping migrants out and defending the borders of the continent, as well as aiding the Tunisian and Libyan […]

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The Great Game: Why Russia is Really Cutting Diesel Exports

Great Game: Book burnings and Ukrainian peace talks

Welcome to this week’s overview of global affairs – as always with the relevant takeaways for your portfolio. This week we ask – what are the consequences of the Scandinavian Quran burnings and are we finally headed towards peace talks in Ukraine?

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The Great Game: Why Russia is Really Cutting Diesel Exports

The Great Game – Betrayal from the inside threatens OPEC solidarity

Why – even after successive cuts – does crude oil keep settling on a $70 barrel? The conundrum has pitted the OPEC+ alliance against each other. Suspicious eyes are turning away from outside foes, and are now looking inwards, trying to sniff out the mole who is free-riding on the collective. Will the imposter be detrimental to Saudi’s production cut strategy?

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The Great Game: Why Russia is Really Cutting Diesel Exports

The Great Game – A New Migrant Wave into Europe?

A new migrant wave threatens Europe. How will the refugees be used as a tool of war or as an election game changer? We take a closer look at illegal migration to Europe and how the phenomenon continues to shape European politics and economics.

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The Great Game: Why Russia is Really Cutting Diesel Exports

The Great Game – Geopolitical Overview Q2 2023

If we learned anything from 2022, it’s that you need to keep your eye on geopolitics as an investor. Gone are the days of American hegemony – now, great power rivalry is back. We give our assessment of key geopolitical situations that investors need to be on top of in Q2 2023